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Use this workflow to answer a question such as “Which Texas homeowners filings did this carrier submit during 2025?” Start with connection setup.

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Select the directory identity

Search by name, alias, or NAIC code with List carriers:
Several legal entities can match a brand. Inspect the returned names and group membership, follow nextCursor if needed, and select the entity that matches the question. Use its returned id to inspect its aliases, group members, and MGA relationships:
Carrier domicile is not the state of a filing. The directory’s state and toi filters describe SERFF activity in the last 12 months; they do not enumerate all historical activity. For a historical question, resolve identity first and put the required dates on the filing query. To investigate an entire group, use a returned group.id as the Filing group filter. This broadens the question beyond one carrier. Do not substitute a group because a carrier query returned few results.

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Find the carrier’s filings

This example selects Texas homeowners filings submitted during the inclusive 2025 calendar year. Homeowners uses normalized TOI 04.0; confirm the returned classification fits the question. Change the dates explicitly for a different research window.
Continue with the same filters and limit using pagination and recovery. An empty result does not justify silently changing the carrier, state, or dates. Explain any broader follow-up query and keep its results distinct. A filing’s displayed companyName can name a different participating company while carrierIds includes the selected carrier. That is an association, not proof that the displayed company is an alias. A filing-level rate aggregate must not be attributed entirely to one carrier in a multi-company filing. Directory financials also have their own reporting year and scope; they are not filing-level premium or state-and-line totals.

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Start from an MGA instead

Search for the MGA’s name or alias:
Select an MGA and inspect its detail. Its returned carriers describe links with roles and optional source notes. Use the linked carrier IDs to discover candidate filings with the workflow above. A carrier relationship does not establish that every filing by that carrier belongs to the MGA; verify the program or MGA in filing descriptions and source documents. There is no public Filing mga filter. Empty links mean no links were returned from the directory, not proof that the MGA has no carrier relationships.

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Produce a supported answer

Inspect selected Filing IDs through filing detail, then forms and rate impact or source documents. Report which identity and date window you selected, the native filing references, and the evidence you actually read. State when you stopped after a sample rather than exhausting pagination.